Strengthening Financial Relationships with Bone Fide Wealth + Wealthbox

Advisors know that money isn’t just about numbers; it’s about relationships. Join Bone Fide Wealth and Wealthbox to explore how CRM tools can help advisors guide couples and families toward healthier financial communication. Learn how to turn client data into meaningful conversations and use workflows to prompt connection at just the right moments.

This webinar will cover:

1. How Wealthbox workflows can help advisors support couples and families in discussing financial goals and decisions
2. How Bone Fide Wealth’s Money Together insights bring emotional context to client relationships inside Wealthbox
3. How advisors can use CRM data and automation to encourage proactive, relationship-strengthening conversations
4. Practical ways to set up Wealthbox workflows that promote better financial communication between partners